Make sure that your hard work doesn’t go to waste, talk to us about managing your superannuation effectively

You have worked hard to build up your wealth and you don’t want your work to go to waste.  Managing your superannuation effectively is all about getting the best outcome from the hard work you have put in over the years.

Call us on 1300 654 590 to discuss how we can help you get the best outcomes from your superannuation.

How we can help you

We can help you to implement a strategy that optimises the wealth you have built up in your superannuation, including:

  • Providing you with advice about establishing a Self Managed Superannuation Fund (“SMSF”), including whether it is suitable for your particular circumstances & objectives; the benefits & costs involved; who needs to be involved in managing the SMSF; the assets that it can aquire; and the circumstances when it can borrow funds;
  • Establishing a SMSF including preparing complying SMSF documents and assisting to register the SMSF with the Australian Taxation Office (ATO) if necessary;
  • Assisting you to make changes to your existing SMSF, including adding or removing trustees and transferring assets to and from the SMSF;
  • Advising you about SMSF borrowing arrangements (including bank funded or self funded) and preparing complying documents;
  • Assisting you to manage and respond to reviews, investigations, audits or other enforcement activities undertaken by regulators including the ATO and State revenue offices;
  • Ensuring that your superannuation is addressed in your Estate Planning strategy so that on your death the wealth you have accumulated in your superannuation fund is distributed in the way you intend; and
  • Helping to wind-up your SMSF if it is no longer required.

Our approach is to provide clear advice and options so that much of the confusion and complexity can be taken out of the process for you.

Call us on 1300 654 590 to discuss how we can help you achieve the best outcomes from your hard work and secure your future.